Financial Planning

Guidance from an experienced local professional.

Daniel Bartosz, CRPC®

Financial Advisor | Raymond James Financial Services, Inc.

There are three elements you should look for in a financial relationship: clear communication, constant contact, and accurate service delivered promptly.

About me

Delivering the highest standard of care and service is important to me—so is earning and keeping your confidence. As a Financial Advisor, I take the time to understand your personal situation and how your goals and lifestyle may affect your long-term financial success. I use an enhanced goals-based approach to develop a financial plan to meet your needs. Together, we’ll use that plan to guide investment and financial decisions that impact you and your family.

My primary role as your Financial Advisor is to keep you committed to your plan by providing sound financial advice that instills confidence in your financial future.

I have served individuals in the Financial Services industry since 2001. I began my career with OnPoint Investments in 2004. My industry licenses include the Series 7, Series 66, Oregon Resident Insurance, and State of Washington Non-Resident Insurance licenses.

Born and raised in Northwest Oregon, I graduated from the University of Idaho with a B.S. in Business (Magna Cum Laude) and a B.S. in Agricultural Economics (Cum Laude).

In my personal time, I enjoy spending time with my spouse and two sons. I am an avid runner with a goal to run every day.

CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are registered service marks of the College for Financial Planning in the United States and/or other countries.

Daniel Bartosz portrait

Branch: Clackamas Promenade
Phone: 503.525.8725
Toll-Free: 1.800.527.3932 ext. 5304
Fax: 503.273.1796
Email: [email protected]
Social: Linkedin

 

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The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.

 

 

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